Our Team

Meet Our Team

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Lori is a California Licensed Professional Fiduciary. She is our founder and principal. Always with her nose to the grindstone, it would be difficult to find anyone more passionate about their work. With a solid college education and a drive to get things done, Lori takes matters seriously but has a warm and generous heart.

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Heidi is a California licensed attorney, not practicing law. Her careful decision making and astute nature makes Heidi perfectly suited to serve as a Professional Fiduciary. Her above board qualifications are highly valued by her clients and fellow professionals. Heidi's ethics are evident in everything she does, as is her caring and kind personality.

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Valerie, Valerie, Valerie. Everyone needs a Valerie! In training to become a California Licensed Professional Fiduciary, Valerie has been in the elder transition field for a number of years. Serving on our team is a natural progression for her to utilize all of the skills and knowledge she has acquired. Valerie takes charge and is highly capable. She is patient and pleasant, even in stressful situations.